SaaS is Dead. Long Live GaaS.

Jensen Huang stood on stage and compared OpenClaw to Linux and HTTP.

Not a product. Not a framework. A civilisational layer. The operating system for AI agents: resource management, tool orchestration, scheduling, I/O, sub-agent spawning. Every moment of a traditional OS, rebuilt for agents.

Then he said something radical: every SaaS company will become a GaaS (Generative-as-a-Service) company. Token budgets will join salary packages. AI factories will replace data centres.

NVIDIA committed its own engineering resources. The NemoClaw coalition (Cursor, LangChain, Perplexity, Mistral) reads like a who’s who of the companies we’ve been researching.

The infrastructure layer just got its patron.